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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SECURIAN FIN'L SERVICES Service code 27 600 W GERMANTOWN PIKE · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $15,573 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,403 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,722 | $75,962-66.1% | $154,108-83.3% | $64,173-59.9% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.3pp |
| Annual return | 7.12% | 30.32%-23.2pp | 735.21%-728.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $4,164 | $3,350+24.3% | $5,298-21.4% | $2,381+74.9% |
| Participant deferral / active EE | $1,458 | $3,175-54.1% | $5,081-71.3% | $3,470-58.0% |
| Admin fee / account holder | $187 | $5,589-96.7% | $13,411-98.6% | $4,887-96.2% |